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SHRY and IAK share 15.3% of their holdings.
| Side by side | SHRY | IAK | ONEV |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Financials | US Stock Styles · Factor |
| Expense ratio | 0.60% | 0.37% | 0.20% |
| Cost per year on $10k | $60 | $37 | $20 |
| Trailing 12-mo yield | 1.52% | 2.36% | 1.82% |
| Income per year on $10k | $152 | $236 | $182 |
| YTD | +17.5% | +13.4% | +16.8% |
| 1 year | +19.5% | +22.8% | +19.6% |
| 3 years · per year | +19.9% | +19.7% | +17.2% |
| 5 years · per year | +9.4% | +14.3% | +9.0% |
| Worst drop · 1Y | −7.6% | −10.5% | −8.1% |
| Volatility · 1Y | 12.9% | 16.1% | 11.7% |
| Holdings | 50 | 65 | 447 |
| Assets | $17M | $475M | $287M |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2015 |
Highlighted = best in the row. Returns include dividends.